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How-To videos: A Pretty Good Overview of Pipedrive

Whether you're considering migrating from one CRM to another, or are new to the world of CRM in general, this video will show you how you can greatly improve your sales results with Pipedrive.Browse our videos below to get a good understanding o If you're only interested in a specific topic, click any of the links below to jump to the section of the video that covers the topic.

1. Customizing Your Pipeline

The all-important Pipeline View in Pipedrive

Customizing your pipeline with stages, rotting times, probability

Providing lost reasons for your deals that can no longer progress in your pipeline

Transferring deals from one pipeline to a different pipeline

Using your filters in the Pipeline View

2. Custom Fields & Filters

Creating custom fields in your Pipedrive account

Sorting and filtering by your created custom fields

Exporting your filter results out of Pipedrive into .xls or .csv files

3. Invite Users

Inviting your work colleagues to use Pipedrive in your company account

Assigning deals and activities to your fellow Pipedrive users

Tracking statistics for Pipedrive users' progress

4. Permissions

Setting users into permission sets in Pipedrive

Restricting or enabling permissions for specific permission sets

The different permission set options within the different Pipedrive plans

5. Visibility Groups

Assigning your Pipedrive users into visibility groups, to set what can be seen

Adjusting the visibility settings for different groups, base on deals, people, organizations, and products.